Schwab Target 2050 Index-InsSWYMX
13F holders, Q3 2025 (September 30)3holders +1
1new positions
0sold out
$21.59avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Schwab Target 2050 Index-Ins (SWYMX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Rowlandmiller & Partners.adv ($455K), Coston, McIsaac & Partners ($12K) and Vermillion Wealth Management, Inc. ($9K).
- Company
- Schwab Target 2050 Index-Ins
- CUSIP
- 80850L783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $9K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 544 shares bought, net +544 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Rowlandmiller & Partners.adv | 0.09% | No change | 21,035 | $455K |
| Coston, McIsaac & Partners | 0.00% | Add +25.5% | 576 | $12K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 427 | $9K |
"% of holder's portfolio" is SWYMX's weight in each manager's 13F, not the share of Schwab Target 2050 Index-Ins the manager owns.